I am a Management Consultant and Entrepreneur currently focused on building medical management solutions for the Worker's Compensation Industry. I have broad management experience and a passion for leveraging technology and process improvement to solve business problems.
Seasoned entrepreneur currently managing a family owned hedge fund with investments in healthcare and human capital management.
Senior business executive adept at helping companies realize enhanced shareholder value.
Spent the last 17 years in the Healthcare sector, developing new business through mergers and acquisitions, improving corporate infrastructure; achieving operational efficiencies; enhancing business development processes; focusing on core revenue enhancement and bottom line profitability.
Have held positions of Vice President of Mergers and Acquisitions, Management Consultant, Managing Director, Vice President of Finance, Chief Financial Officer, Director of Business Development, General Manager and Investment Officer.
Extensive background in Operations, Financial and Accounting Management, Business Development, Mergers and Acquisitions and Acquisition Integration.
Broad management, technical, financial accounting and leadership skills. Multi-industry background with strong credentials in financial services, healthcare and software data/services.
Expert in financial and accounting systems, industry standards, Best Practices, Quality Management Systems and Business Process Improvement.
I recently worked with Private Equity to grow a dynamic healthcare services firm from $85 million to over $275 million in shareholder value.
My networks are entrepreneurial and healthcare and finance industry-focused.
2008 - 2012 Vice President - Mergers and Acquisitions
As VP of Mergers and Acquisitions for this rapidly growing physical therapy company, worked closely with the Private Equity partners, Gryphon Investors and OMERS Private Equity, to grow the organization through mergers and acquisitions.
Successfully acquired 12 companies in key markets adding approximately $100 million in new revenue.
EBITDA grew from $11 million in 2008 to $30 million in 2011 as a result of new acquisitions.
Conducted acquisition due diligence activities and set up business development processes to identify and qualify new opportunities.
Established internal and external teams to support due diligence and new acquisition integration activities.
Streamlined acquisition and integration processes while successfully managing the integration and assimilation of all acquired companies.
2006 - 2008 Vice President - Finance and Administration
As a key member of the member of the management team, designated the primary role to shore up the firm's financial, administrative and information technology processes and systems with the objective of preparing the company for sale.
Restructured the accounting and finance department, hired a new team and established Best Practices and GAAP standards.
Established standardized financial reporting packages, shortening the monthly close process from three months to two weeks.
Orchestrated the development of new integration and new clinic deployment standards and implemented a wide area network connecting the firm's 100 + clinics, cutting costs and creating an environment for rapid de novo clinic implementation.
Set up reporting systems to track and measure operational performance, and prepared historical operational and financial statistics to support Investment Banking efforts.
Identified and implemented administrative efficiencies improving services and cutting over $1.0 million in annual operating costs.
Interfaced with Investment Banking firm to best position the company for sale, negotiate with suitors and support extensive due diligence efforts.
Worked with management team to close the sale of the company to Gryphon Investors in 2008 in a transaction valued at over $85 million and then successfully helped orchestrate another sale to OMERS Private Equity for over $275 million.
University of Houston – Houston, Texas 1986
Bachelor of Science, Finance and Accounting Graduate level course work in Accounting, Business Operations, Investment Management, Business Process and Lean/Six Sigma quality systems management. I have deep interest and background in Philosophy and the questions of Man and his place in reality.